SEC 13F Intelligence

Managers / Q4 2020 · view latest →

Cowen Prime Services LLC

CIK 0001543830 · 599 LEXINGTON AVENUE, 21ST FLOOR, NEW YORK, NY, 10022 · 646-562-1010

Reported Value
$226M
Q4 2020
Positions
172
Filings on Record
11
2019–present window
Filed
Jan 27, 2021
original filing

Summary

Cowen Prime Services LLC reported $226M in U.S.-listed holdings across 172 positions for Q4 2020.

Its largest position, PDFS, represents 15.0% of the portfolio.

Compared with Q3 2020, the fund opened 7 new positions and exited 14.

Portfolio Metrics

Turnover
+11.6%
vs prior filed quarter
Top-10 Concentration
+60.9%
share of reported value
Largest Position
+15.0%
Pdf Solutions Inc Com
New / Exited
7 / 14
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’19: $193MQ1 ’19Q2 ’19: $207MQ3 ’19: $193MQ3 ’19Q4 ’19: $219MQ1 ’20: $164MQ1 ’20Q2 ’20: $212MQ3 ’20: $205MQ3 ’20Q4 ’20: $226MQ1 ’21: $264MQ1 ’21Q2 ’21: $276Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 78.9%Other: 13.5%US DOMESTIC: 3.7%ADR: 1.7%MLP: 1.5%Other: 0.7%
  • Common Stock · 78.9% · $178M
  • Other · 13.5% · $30M
  • US DOMESTIC · 3.7% · $8M
  • ADR · 1.7% · $4M
  • MLP · 1.5% · $3M
  • Other · 0.7% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
HTG MOLECULAR DIAGNOSTICS IN COM NEWNEW+441.9K441.9K+$2M$2M
ARCCARES CAPITAL CORP COMNEW+15.0K15.0K+$253,000$253,000
VTRSVIATRIS INC COMNEW+12.1K12.1K+$226,000$226,000
LNTHLANTHEUS HLDGS INC COMNEW+9.6K9.6K+$130,000$130,000
ASPIRA WOMENS HEALTH INC COMNEW+15.0K15.0K+$101,000$101,000
GBDCGOLUB CAP BDC INC COMNEW+900900+$13,000$13,000
BHCBAUSCH HEALTH COS INC COMNEW+2626+$1,000$1,000
RSSSRESEARCH SOLUTIONS INC COMADDED+484.0K676.0K+$1M$2M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2020

170 positions (from 172 filing rows — )
#IssuerClass% PortfolioValueShares
1PDFSPDF SOLUTIONS INC COMhistory →Stock14.96%$34M1.56M
2QUOTIENT TECHNOLOGY INC COMStock13.82%$31M3.31M
3GAN LTD ORD SHSStock5.65%$13M628.8K
4INOVINOVALON HLDGS INC COM CL Ahistory →Stock5.24%$12M650.3K
5VONAGE HLDGS CORP COMStock4.44%$10M778.3K
6ITERIS INC NEW COMStock3.97%$9M1.59M
7FRANCHISE GROUP INC COMStock3.49%$8M258.6K
8ASPNASPEN AEROGELS INC COMhistory →Stock3.46%$8M467.6K
9GNMKGENMARK DIAGNOSTICS INC COMhistory →Stock3.28%$7M507.0K
10DIGIMARC CORP NEW COMStock2.59%$6M123.8K
11NEPHNEPHROS INC COMhistory →Stock2.19%$5M575.1K
12KORNIT DIGITAL LTD SHSStock2.02%$5M51.2K
13ACCELERATE DIAGNOSTICS INC NOTE 2.500 3/1Stock1.90%$4M7.58M
14LUMINEX CORP DEL COMStock1.75%$4M170.9K
15BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEWhistory →Stock1.33%$3M13.0K
16JNJJOHNSON & JOHNSON COMhistory →Stock1.28%$3M18.3K
17AZNNASTRAZENECA PLC SPONSORED ADRhistory →Stock1.18%$3M53.3K
18PFEPFIZER INC COMhistory →Stock1.17%$3M72.0K
19HLITHARMONIC INC COMhistory →Stock1.14%$3M349.2K
20VONAGE HLDGS CORP NOTE 1.750 6/0Stock1.13%$3M2.37M
21KKRKKR & CO INC COMhistory →Stock1.10%$2M61.3K
22SBUXSTARBUCKS CORP COMhistory →Stock1.04%$2M21.9K
23MTSIMACOM TECH SOLUTIONS HLDGS I COMStock0.98%$2M40.3K
24HTG MOLECULAR DIAGNOSTICS IN COM NEWStock0.94%$2M441.9K
25MSFTMICROSOFT CORP COMStock0.87%$2M8.9K
26PTCPTC INC COMStock0.85%$2M16.1K
27TACTTRANSACT TECHNOLOGIES INC COMStock0.78%$2M247.5K
28APYXAPYX MEDICAL CORPORATION COMStock0.75%$2M236.0K
29LDOSLEIDOS HOLDINGS INC COMStock0.72%$2M15.5K
30INFINERA CORP NOTE 2.125 9/0Stock0.70%$2M1.28M
31RSSSRESEARCH SOLUTIONS INC COMStock0.70%$2M676.0K
32MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPStock0.65%$1M34.8K
33EPDENTERPRISE PRODS PARTNERS L COMStock0.64%$1M74.1K
34DDD3-D SYS CORP DEL COM NEWStock0.63%$1M136.2K
35NEONEOGENOMICS INC COM NEWStock0.60%$1M25.3K
36APOLLO GLOBAL MGMT INC COM CL AStock0.60%$1M27.5K
37DOWDOW INC COMStock0.60%$1M24.2K
38DDDUPONT DE NEMOURS INC COMStock0.56%$1M17.8K
39ADIANALOG DEVICES INC COMStock0.56%$1M8.5K
40CCICROWN CASTLE INTL CORP NEW COMStock0.49%$1M7.0K
41CEVACEVA INC COMStock0.48%$1M23.9K
42GSITGSI TECHNOLOGY COMStock0.42%$942,000127.4K
43RBBNRIBBON COMMUNICATIONS INC COMStock0.42%$941,000143.5K
44EXCEXELON CORP COMStock0.40%$897,00021.3K
45NEOGNEOGEN CORP COMStock0.37%$829,00010.4K
46TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADSStock0.35%$784,00081.3K
47ARAYACCURAY INC COMStock0.30%$688,000164.9K
48NVECNVE CORP COM NEWStock0.27%$614,00010.9K
49IBMINTERNATIONAL BUSINESS MACHS COMStock0.27%$613,0004.9K
50KOPNKOPIN CORP COMStock0.25%$557,000229.4K
51NTNXNUTANIX INC CL AStock0.24%$533,00016.7K
52TXNTEXAS INSTRS INC COMStock0.22%$494,0003.0K
53AAPLAPPLE INC COMStock0.21%$475,0003.6K
54NIC INC COMStock0.21%$471,00018.2K
55BXBLACKSTONE GROUP INC COM CL AStock0.19%$428,0006.6K
56TDAYGANNETT CO INC COMStock0.19%$425,000126.5K
57MGNIMAGNITE INC COMStock0.18%$415,00013.5K
58DEDEERE & CO COMStock0.18%$404,0001.5K
59CTVACORTEVA INC COMStock0.16%$357,0009.2K
60ORBITAL ENERGY GROUP INC COMStock0.15%$349,000159.5K
61GOOGALPHABET INC CAP STK CL CStock0.14%$315,000180
62NATIONAL RESH CORP COM NEWStock0.13%$299,0007.0K
63TTTRANE TECHNOLOGIES PLC SHSStock0.12%$269,0001.9K
64ARCCARES CAPITAL CORP COMStock0.11%$253,00015.0K
65SYNCSYNACOR INC COMStock0.11%$248,000182.1K
66PYPLPAYPAL HLDGS INC COMStock0.11%$242,0001.0K
67DOCHEALTHPEAK PROPERTIES INC COMStock0.11%$242,0008.0K
68NVONOVO-NORDISK A S ADRStock0.10%$227,0003.3K
69VTRSVIATRIS INC COMStock0.10%$226,00012.1K
70RADA ELECTR INDS LTD COM PAR NEWStock0.10%$224,00023.0K
71KMIKINDER MORGAN INC DEL COMStock0.10%$221,00016.2K
72METMETLIFE INC COMStock0.10%$218,0004.7K
73JPMJPMORGAN CHASE & CO COMStock0.08%$177,0001.4K
74UNHUNITEDHEALTH GROUP INC COMStock0.08%$175,000500
75LGNDLIGAND PHARMACEUTICALS INC COM NEWStock0.07%$169,0001.7K
76PAYXPAYCHEX INC COMStock0.07%$168,0001.8K
77ALLOT LTD SHSStock0.07%$164,00015.6K
78DURECT CORP COMStock0.07%$153,00074.1K
79CSBRCHAMPIONS ONCOLOGY INC COM NEWStock0.06%$146,00013.5K
80GENERAL ELECTRIC CO COMStock0.06%$145,00013.5K
81MCDMCDONALDS CORP COMStock0.06%$142,000661
82LMTLOCKHEED MARTIN CORP COMStock0.06%$142,000400
83EXMOCEXXON MOBIL CORP COMStock0.06%$139,0003.4K
84NOCNORTHROP GRUMMAN CORP COMStock0.06%$137,000450
85VZVERIZON COMMUNICATIONS INC COMStock0.06%$133,0002.3K
86LNTHLANTHEUS HLDGS INC COMStock0.06%$130,0009.6K
87BMYBRISTOL-MYERS SQUIBB CO COMStock0.06%$130,0002.1K
88MPLXMPLX LP COM UNIT REP LTDStock0.05%$123,0005.7K
89KMBKIMBERLY-CLARK CORP COMStock0.05%$121,000900
90ESBAEMPIRE ST RLTY OP L P UNIT LTD PRTNSPStock0.05%$118,00012.9K
91WIFIBOINGO WIRELESS INC COMStock0.05%$116,0009.1K
92LENLENNAR CORP CL AStock0.05%$116,0001.5K
93ANNALY CAPITAL MANAGEMENT IN COMStock0.05%$106,00012.5K
94SRESEMPRA ENERGY COMStock0.05%$102,000800
95ASPIRA WOMENS HEALTH INC COMStock0.04%$101,00015.0K
96INTCINTEL CORP COMStock0.04%$95,0001.9K
97LIMELIGHT NETWORKS INC COMStock0.04%$90,00022.5K
98UNILEVER PLC SPON ADR NEWStock0.04%$87,0001.4K
99PMPHILIP MORRIS INTL INC COMStock0.04%$83,0001.0K
100ALLEALLEGION PLC ORD SHSStock0.03%$78,000666

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2021$276M167Jul 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$264M173Apr 27, 202113F-HRchanges · EDGAR ↗
Q4 2020$226M172Jan 27, 202113F-HRchanges · EDGAR ↗
Q3 2020$205M179Oct 29, 202013F-HRchanges · EDGAR ↗
Q2 2020$212M194Jul 29, 202013F-HRchanges · EDGAR ↗
Q1 2020$164M209Apr 28, 202013F-HRchanges · EDGAR ↗
Q4 2019$219M179Feb 4, 202013F-HRchanges · EDGAR ↗
Q3 2019$193M163Nov 6, 201913F-HRchanges · EDGAR ↗
Q2 2019$207M172Jul 31, 201913F-HRchanges · EDGAR ↗
Q1 2019$193M167May 1, 2019RESTATEMENTchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.